Endowment Strategic Asset Allocation

Financial gifts to the Foundation's Endowment are managed by professional investment firms and monitored by the Foundation’s Investment Committee. Assets are spread among asset classes, risk factors, investment-management organizations, economic sectors and industries. The Endowment may use mutual funds, individually managed assets, or separate-account management to implement the investment strategies. To achieve the necessary investment returns, the Endowment assumes appropriate levels of risk associated with capital markets.

As of September 30, 2008, the Endowment Pool’s asset allocation was:

Historical Returns

Due to the diversity, size and professional management of the Community Foundation’s Endowment Pool,
the portfolio earned 3.14% average annual return for 2003-2008.

Annual returns net of investment costs:

To view the Investment Policy Statement for the Foundation, click here.

Foundation funds that are not permanent endowment have four mutual fund investment choices: Money Market, Balanced, Equity Income and Equity Growth. The fund donor selects one or more of these alternatives.